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Barrister Beliefs
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At Barrister Financial, we embody the true definition of a fiduciary. We are both financial advisors and attorneys which enables us to provide our clients with advice in every area of their financial life.
To us, the scales of justice, typically associated with a law firm, represent the balance we help our clients achieve through gaining financial independence: when you no longer need to work and instead choose to work because it fulfills something for you other than an income.
Whether you’re a woman, multigenerational family, or small business owner, we will not only protect your future, but we’ll make sure you thrive in it. We bring extensive experience, education beyond the industry standard, and professionalism to every client and customize our support to your individual needs and concerns.
We believe in simplifying the complexities of financial and estate planning and empowering our clients to make well-informed decisions for their financial future to find their balance and reach financial independence.
Meet Our Founder
Kathleen Collins, Esq., CRPC
Kathy has over 20 years of experience as a financial advisor and began her own firm (originally Kathleen Collins Wealth Management) in 2014.
She is a tax and estate attorney and has a masters in psychology which, combined with her decades of experience, allows her to see the full picture of her clients' financial fulfillment and help them find their balance through financial independence.
She is passionate about empowering her clients to make well-informed and goal-based decisions when it comes to their finances and finds joy in helping her clients create a meaningful legacy for generations to come.
Holistic Financial Planning
We offer a range of comprehensive financial planning services tailored to your specific needs and goals; including legal estate planning such as drafting your will and establishing a trust for your assets. Whether you are starting your financial journey or planning for retirement, we provide the guidance and support you need.
Retirement and Estate Planning
Insurance Strategies and
Tax Efficiency
Protecting your assets and securing your financial future is our priority.
We can help you decide what, if any, insurance policies are best for you. As attorneys, we are also well-versed in tax and estate law and can help you identify tax efficient strategies in saving for retirement as well as wealth transfers to your beneficiaries. We are also able to draft your will and establish a trust for your assets.
Business Asset Management
Investing Efficiently in
Your Business
As small business owners ourselves, we have first-hand experience in growing and maintaining a business through smart tax plans and strategic investments.
Whether you are a one woman (or man!) shop or have a full team of employees, are trying to grow your business to the next level or sell it in planning for retirement, we are here to support you.
Lifestyle Income Management
Goal-Based
Lifestyle Planning
Our goal is to help make your pastimes last a lifetime. Your quality of life should never decrease in retirement. That's why we go through an extensive goal-based planning process with you to help determine the best investment strategies for you and your individual lifestyle today - because with our help, your lifestyle never has to change!
It all starts with a goal. What's yours?
Ready to find your balance? Get in touch with Barrister Financial.
Subscribe to our monthly newsletter, the Barrister Bulletin, for current financial insights.
